AUMdb

Abilities First, Inc. Profit Sharing Plan

Sponsored by Abilities First, Inc. · EIN 141467427 · Plan #002

Total assets
$5.4M
Net assets
$5.4M
Active participants
92
With balances
127

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $3,363